Novartis AG
NVS- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001114448
No open-market purchases or sales by Novartis AG insiders were filed in the last 90 days; 1,625 institutions reported holding it in 13F filings for Q2 2026, worth $21.3B in total; Maverick Capital is the only superinvestor holding it.
Other share classesNVSEF
13F holders, Q1 2025
Institutional positions in Novartis AG as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,361
- +40 vs. Q4 2024
- Shares held
- 139.1M
- +8.92M (+6.8%) vs. Q4 2024
- Total value
- $15.4B
- +$2.69B (+21.2%) vs. Q4 2024
- New holders
- 121
- 430 more added
- Sold out
- 81
- 508 more reduced
24 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NVS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,625 | $21.3B |
| Q1 2026 | 1,604 | $22.0B |
| Q4 2025 | 1,515 | $18.4B |
| Q3 2025 | 1,405 | $17.2B |
| Q2 2025 | 1,387 | $16.2B |
| Q1 2025 | 1,361 | $15.4B |
| Q4 2024 | 1,345 | $12.7B |
| Q3 2024 | 1,314 | $15.2B |
| Q2 2024 | 1,309 | $14.7B |
| Q1 2024 | 1,254 | $13.6B |
| Q4 2023 | 1,274 | $14.2B |
| Q3 2023 | 1,225 | $15.1B |
| Q2 2023 | 1,203 | $14.9B |
| Q1 2023 | 1,182 | $15.2B |
| Q4 2022 | 1,183 | $15.5B |
| Q3 2022 | 1,088 | $13.7B |
| Q2 2022 | 1,142 | $16.9B |
| Q1 2022 | 1,137 | $18.3B |
| Q4 2021 | 1,147 | $18.5B |
| Q3 2021 | 1,083 | $18.0B |
| Q2 2021 | 1,123 | $19.8B |
| Q1 2021 | 1,138 | $18.7B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Novartis AG; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Investments LLC | 46,493 | $5.18M | 0.07% | +3,230+7.5% | Added |
| Henry James International Management, Inc. | 45,999 | $5.13M | 1.76% | +160.0% | Added |
| Advisors Capital Management, LLC | 45,617 | $5.09M | 0.08% | +2,220+5.1% | Added |
| Keybank National Association | 43,635 | $4.86M | 0.02% | +200+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 43,585 | $4.86M | 0.04% | −739−1.7% | Reduced |
| Meritage Portfolio Management | 43,558 | $4.86M | 0.32% | −756−1.7% | Reduced |
| Graham Capital Management, L.P. | 43,479 | $4.85M | 0.15% | −4,714−9.8% | Reduced |
| Greenfield Seitz Capital Management, LLC | 43,427 | $4.84M | 1.85% | −827−1.9% | Reduced |
| Scotia Capital Inc. | 43,410 | $4.84M | 0.03% | −3,337−7.1% | Reduced |
| Catalyst Capital Advisors LLC | 43,092 | $4.80M | 0.10% | +19,350+81.5% | Added |
| Signaturefd, LLC | 43,091 | $4.80M | 0.09% | +3,001+7.5% | Added |
| Employees Retirement System of Texas | 43,010 | $4.79M | 0.04% | +43,010 | New |
| Norden Group LLC | 42,199 | $4.70M | 0.54% | +139+0.3% | Added |
| Perennial Advisors, LLC | 42,016 | $4.69M | 0.93% | +845+2.1% | Added |
| Logan Capital Management Inc | 41,959 | $4.68M | 0.21% | +578+1.4% | Added |
| Naviter Wealth, LLC | 39,993 | $4.66M | 0.56% | −532−1.3% | Reduced |
| Optiver Holding B.V. | 41,665 | $4.64M | 0.18% | −30,763−42.5% | Reduced |
| Boston Partners | 41,483 | $4.62M | 0.01% | −11,876−22.3% | Reduced |
| Pensionmark Financial Group, LLC | 41,471 | $4.62M | 0.12% | +4,542+12.3% | Added |
| Bryn Mawr Trust Co | 41,459 | $4.62M | 0.09% | +27+0.1% | Added |
| Baldwin Brothers Inc | 41,420 | $4.62M | 0.32% | −6,858−14.2% | Reduced |
| Sofos Investments, Inc. | 41,128 | $4.58M | 1.00% | +41,128 | New |
| Greenup Street Wealth Management LLC | 41,106 | $4.58M | 0.91% | +41,106 | New |
| Hamel Associates, Inc. | 41,060 | $4.58M | 1.56% | +32,380+373.0% | Added |
| Arlington Partners LLC | 40,882 | $4.56M | 1.79% | +9,730+31.2% | Added |
| Farmers & Merchants Investments Inc | 40,541 | $4.52M | 0.14% | −4,756−10.5% | Reduced |
| Massachusetts Financial Services Co | 39,951 | $4.45M | 0.00% | +20,179+102.1% | Added |
| Carret Asset Management, LLC | 39,845 | $4.44M | 0.50% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 39,723 | $4.43M | 0.01% | −594,851−93.7% | Reduced |
| Hayek Kallen Investment Management | 39,485 | $4.40M | 1.62% | −590−1.5% | Reduced |
| Voya Investment Management LLC | 39,260 | $4.38M | 0.00% | +490+1.3% | Added |
| Private Advisor Group, LLC | 38,990 | $4.35M | 0.03% | −1,532−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 38,669 | $4.31M | 0.08% | +442+1.2% | Added |
| Rhumbline Advisers | 38,600 | $4.30M | 0.00% | +3,846+11.1% | Added |
| Garland Capital Management Inc | 38,505 | $4.29M | 4.02% | −3,655−8.7% | Reduced |
| CWA Asset Management Group, LLC | 37,646 | $4.20M | 0.20% | +6,806+22.1% | Added |
| Haverford Trust Co | 37,265 | $4.15M | 0.04% | −674−1.8% | Reduced |
| Argent Trust Co | 36,857 | $4.11M | 0.17% | +1,234+3.5% | Added |
| Oppenheimer & Co Inc | 36,835 | $4.11M | 0.06% | +2,308+6.7% | Added |
| Timber Creek Capital Management LLC | 36,732 | $4.09M | 1.09% | −5,799−13.6% | Reduced |
| D. E. Shaw & Co., Inc. | 35,952 | $4.01M | 0.00% | −576,427−94.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 35,245 | $3.93M | 0.48% | −905−2.5% | Reduced |
| Azzad Asset Management Inc | 35,163 | $3.92M | 0.46% | −2,337−6.2% | Reduced |
| Woodmont Investment Counsel LLC | 35,112 | $3.91M | 0.28% | −1,342−3.7% | Reduced |
| WealthTrust Axiom LLC | 34,885 | $3.89M | 1.18% | +1,050+3.1% | Added |
| Brinker Capital Investments, LLC | 34,672 | $3.87M | 0.04% | +1,051+3.1% | Added |
| Orion Portfolio Solutions, LLC | 34,672 | $3.87M | 0.04% | +1,051+3.1% | Added |
| Diamond Hill Capital Management Inc | 34,277 | $3.82M | 0.02% | +3,562+11.6% | Added |
| Geneos Wealth Management Inc. | 33,282 | $3.71M | 0.12% | +3,126+10.4% | Added |
| Avantax Advisory Services, Inc. | 33,005 | $3.68M | 0.02% | +3,067+10.2% | Added |
| Vident Advisory, LLC | 32,868 | $3.66M | 0.05% | +7,531+29.7% | Added |
| Sequoia Financial Advisors, LLC | 32,777 | $3.65M | 0.03% | +5,135+18.6% | Added |
| Chesley Taft & Associates LLC | 32,147 | $3.58M | 0.17% | −200−0.6% | Reduced |
| Cornerstone Wealth Group, LLC | 31,438 | $3.50M | 0.29% | +1,767+6.0% | Added |
| Advisory Services Network, LLC | 31,355 | $3.50M | 0.07% | −3,524−10.1% | Reduced |
| Fort Washington Investment Advisors Inc | 31,225 | $3.48M | 0.02% | −1,610−4.9% | Reduced |
| Northeast Investment Management | 31,036 | $3.46M | 0.16% | −910−2.8% | Reduced |
| Davenport & Co LLC | 30,925 | $3.45M | 0.02% | −1,735−5.3% | Reduced |
| Capital Insight Partners, LLC | 30,832 | $3.44M | 0.60% | +1,163+3.9% | Added |
| CAPROCK Group, Inc. | 29,826 | $3.43M | 0.10% | +1,407+5.0% | Added |
| Kestra Advisory Services, LLC | 29,639 | $3.30M | 0.02% | −8,087−21.4% | Reduced |
| Daymark Wealth Partners, LLC | 29,598 | $3.30M | 0.14% | +326+1.1% | Added |
| Providence Capital Advisors, LLC | 29,289 | $3.27M | 0.68% | +369+1.3% | Added |
| Moors & Cabot, Inc. | 29,247 | $3.26M | 0.17% | +1,382+5.0% | Added |
| NBT Bank N A | 29,238 | $3.26M | 0.24% | −1,392−4.5% | Reduced |
| Fayez Sarofim & Co | 28,936 | $3.23M | 0.01% | −5,650−16.3% | Reduced |
| Transform Wealth, LLC | 27,573 | $3.18M | 0.19% | −330−1.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,455 | $3.17M | 2.33% | +500+1.8% | Added |
| Acadian Asset Management LLC | 28,368 | $3.16M | 0.01% | −9,406−24.9% | Reduced |
| SIH Partners, LLLP | 28,303 | $3.16M | 0.28% | +2,903+11.4% | Added |
| RSM US Wealth Management LLC | 28,283 | $3.15M | 0.05% | −2,504−8.1% | Reduced |
| TD Waterhouse Canada Inc. | 28,660 | $3.14M | 0.03% | +23,204+425.3% | Added |
| Naples Global Advisors, LLC | 27,234 | $3.14M | 0.30% | −775−2.8% | Reduced |
| Fred Alger Management, LLC | 27,357 | $3.14M | 0.02% | +1,062+4.0% | Added |
| Oxbow Advisors, LLC | 27,656 | $3.08M | 0.33% | +774+2.9% | Added |
| Yousif Capital Management, LLC | 27,525 | $3.07M | 0.04% | −6,280−18.6% | Reduced |
| Nomura Holdings Inc | 27,440 | $3.06M | 0.02% | +27,440 | New |
| Telos Capital Management, Inc. | 27,438 | $3.06M | 0.33% | −248−0.9% | Reduced |
| Trustmark National Bank Trust Department | 27,337 | $3.05M | 0.23% | −27,867−50.5% | Reduced |
| Patten & Patten Inc | 27,237 | $3.04M | 0.20% | −2,823−9.4% | Reduced |
| Bradley Foster & Sargent Inc | 26,958 | $3.01M | 0.05% | −1,800−6.3% | Reduced |
| Great Lakes Advisors, LLC | 26,954 | $3.00M | 0.03% | +6,052+29.0% | Added |
| Glenmede Trust Co NA | 26,779 | $2.99M | 0.02% | −3,079−10.3% | Reduced |
| Wambolt & Associates, LLC | 27,021 | $2.96M | 1.01% | +443+1.7% | Added |
| Arkadios Wealth Advisors | 26,515 | $2.96M | 0.11% | +18,028+212.4% | Added |
| Beach Investment Counsel Inc | 26,347 | $2.94M | 0.43% | −1,219−4.4% | Reduced |
| Hall Laurie J Trustee | 26,142 | $2.91M | 1.04% | −1,073−3.9% | Reduced |
| Callan Family Office, LLC | 26,099 | $2.91M | 0.22% | −2,775−9.6% | Reduced |
| Albert D Mason Inc | 26,028 | $2.90M | 1.97% | +12,774+96.4% | Added |
| Penobscot Investment Management Company, Inc. | 25,767 | $2.87M | 0.27% | +1,550+6.4% | Added |
| Americana Partners, LLC | 25,755 | $2.87M | 0.11% | +264+1.0% | Added |
| Ballentine Partners, LLC | 25,625 | $2.86M | 0.05% | +6,391+33.2% | Added |
| Foresight Capital Management Advisors, Inc. | 25,616 | $2.86M | 1.77% | +1,012+4.1% | Added |
| Quartz Partners, LLC | 25,219 | $2.81M | 1.71% | +7,056+38.8% | Added |
| Principal Securities, Inc. | 28,870 | $2.81M | 0.06% | +113+0.4% | Added |
| Fairfield, Bush & Co. | 25,052 | $2.79M | 1.77% | −464−1.8% | Reduced |
| EagleClaw Capital Managment, LLC | 24,908 | $2.78M | 0.44% | −226−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 24,358 | $2.75M | 0.03% | −3,345−12.1% | Reduced |
| Forum Financial Management, LP | 24,519 | $2.73M | 0.05% | −34−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 24,418 | $2.72M | 0.07% | +346+1.4% | Added |